Retirement Annuity Plan for Ees of Smeco, Inc.
Corporate pension, based in Hughesville, Maryland, reporting $115M in assets, for 565 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Retirement Annuity Plan for Ees of Smeco, Inc. no longer reports Chnsteers US Realty-Be (last held $3M at 2023-12-31; absent from the 2024-12-31 filing).
1 more manager, 10 more commitments and 10 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Short-Term3 commitments
- PRU Long Corporate Bond2 commitments
- Core Plus Bond / Pgim Fund2 commitments
- Empower Annuity Insurance Company4 commitments
- Prudential2 commitments
- Cohen & Steers1 commitment
Relationship network
29 connected entities13 observed commitments6 repeat counterparties9 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Pooled separate accounts 73.8%
- Registered investment companies 26.2%
Consultants and advisers
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Empower Annuity Insurance Company4 rows, latest Dec 31, 2024
- Prudential2 rows, latest Dec 31, 2023
- Cohen & Steers1 row, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Empower Annuity Insurance Companyplan years
- Cohen & Steersplan years
- Prudentialplan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceRetirement Annuity Plan for Ees of Smeco, Inc. no longer reports Chnsteers US Realty-Be (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Cohen & Steers U.S. Realty Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Annuity Plan for Ees of Smeco, Inc. no longer reports Large Cap Value Fund I1 (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Large Cap Value Fund I1askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceRetirement Annuity Plan for Ees of Smeco, Inc. no longer reports Large Cp Growth II Fd(ab) (Prudential Retirement & Annuity Ins) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2024Funded status changedRetirement Annuity Plan for Ees of Smeco, Inc. funded ratio 106.4% -> 111.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedRetirement Annuity Plan for Ees of Smeco, Inc. first reports an interest in Core Plus Bond / Pgim Fund (Prudential Retirement & Annuity Ins): $14M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | PRU Long Corporate Bondseparate account | Empower Annuity Insurance Company | Fixed income | $25.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Empower Annuity Insurance Company | Cash | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Core Plus Bond / Pgim Fundseparate account | Empower Annuity Insurance Company | Fixed income | $30.0M held | Disclosed holding | askebsa.dol.gov |
+10 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 565 | $122M | $116M | 111.7% | $115M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 575 | $116M | $120M | 106.4% | $122M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 587 | $152M | $119M | 120.0% | $116M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 $97,448 PY2024
- NFP Retirement codes 28 $5,000 PY2024
- Large Cap Value Fund I1 Sched. D C PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+12 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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